A complete list of active advisors currently associated with Westmount Capital Group LLC

Warmer can help you find a great advisor at Westmount Capital Group LLC or one who fits your needs even better.

Westmount Capital Group LLC provides investment advisory and wealth management services to high‑net‑worth individuals, family offices, trusts, and estates, offering portfolio management, asset allocation, and estate‑plan review. The brochure notes the firm is in the process of registering and reports approximately $0 in regulatory assets under management, with a typical account minimum of $10,000,000 (waivers permitted). The firm combines fundamental and quantitative analysis and pursues strategies that can include long‑term equity and fixed income investing, tactical asset allocation, and alternative investments, while generally managing accounts on a discretionary basis. Westmount recommends Interactive Brokers as its custodian, aggregates trades when possible, conducts account reviews at least quarterly, and does not charge performance‑based fees. What distinguishes Westmount from many peers is the principal’s long institutional background — including founding regulated investment businesses and a broker‑dealer in other jurisdictions and holding CFA and CPWA credentials — and the firm’s ongoing real estate consulting practice covering roughly ten assets (about 15 hours per week). The firm also discloses arrangements to pay solicitors for client referrals, maintains a formal Code of Ethics with pre‑clearance and blackout requirements for personal trading, and typically votes client proxies.

To learn more about the advisors currently working at Westmount Capital Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.